Octagon Investment Research MCP

Octagon

CommercialRead-OnlyIntermediate

claudechatgptcursor

Security Notice

Read-only access to SEC public filing data with AI-powered analysis layer. API key required — store in environment variables. Lower security risk than accounting or payment MCP servers since data is derived from public SEC filings. Verify Octagon's current data privacy and retention policy at octagon.ai before connecting to production workflows.

Octagon Investment Research MCP provides AI-powered analysis of SEC filing data — pre-calculated ratios, insider sentiment signals, earnings analysis, and company overviews generated from filing content. The difference from SEC EDGAR MCP is the AI layer: Octagon surfaces insights rather than raw filing text. Free tier available. API key required. Best when you want structured investment research outputs, not raw 10-K documents.

About Octagon Investment Research MCP

Octagon Investment Research MCP adds an AI intelligence layer on top of SEC filing data, surfacing structured investment research outputs rather than raw document text. Where the SEC EDGAR MCP gives you direct access to filing content, Octagon gives you AI-generated analysis — pre-calculated financial ratios, aggregated insider sentiment signals, earnings analysis with consensus comparisons, and company overviews generated from filing content. For investment analysts who want research starting points rather than raw data, Octagon reduces the time from question to insight. The server is commercially operated with a free tier for occasional research. Verify current pricing and query limits at octagon.ai before building production workflows on the free tier.

Use Cases

Get AI-summarized SEC filing analysis rather than raw filing text — faster than parsing full 10-Ks
Screen companies by financial criteria derived from SEC filing data without manual data extraction
Monitor insider sentiment signals across a watchlist of portfolio companies
Research material events across multiple companies with AI-generated summaries rather than raw 8-K text
Generate investment research starting points using structured SEC data as the foundation

Available Tools

search_sec_filings

intelligent search across SEC EDGAR with AI-powered relevance ranking

get_financial_ratios

pre-calculated valuation and profitability ratios from filing data

get_insider_sentiment

aggregated insider buying and selling signals

get_material_events

AI-summarized 8-K material event disclosures

get_earnings_analysis

earnings release data with analyst estimate comparisons

get_company_overview

AI-generated company overview from SEC filing content

screen_by_criteria

screen companies by financial metrics from filing data

Pricing

FreeFree

Limited monthly queries. Sufficient for occasional research. Verify current free tier limits at octagon.ai

ProFree

Paid tier with higher query limits and additional features. Verify current pricing at octagon.ai — pricing not confirmed in research

Technical Details

Install Method

api-key

Compatible Clients

claude, chatgpt, cursor

Access Type

Read-Only

Target Audience

personal, smb

Available Regions

global

Release Status

Last Updated